For your final project, you will be planning, designing, and building a CRM for a real organization. Examples of past projects include:
Designing a better intake system for a youth mental health hospital
Building a sales tool for an investment fund to manage outreach to potential investors
Building a booking tool for tours of a “haunted house”
The main focus? You MUST find a REAL-LIFE organization to become your “client”!
Your client DOES NOT need to actually use/implement what you’re building for them, but they have to be a real organization with real customers and real bottlenecks.
This project will be very similar to what you just executed with the Elizabeth Marketing Agency, just in real life!
Expectations:
Go out into your community and find an organization who has a Customer Lifecycle with some bottlenecks.
Create your planning documents
Build your system
Create a Loom (or other recording software) video which walks through your system and discusses the rationale behind your design decisions.
One for the “Client”
One for any experts reviewing what you’ve built
Things to keep in mind when choosing a business:
Find a business that does not have overly complicated needs (we recommend talking to a service-based business)
You don’t have to solve all of their problems. Focus on issues relating to the core areas of their Customer Lifecycle that we discussed throughout the course, e.g.
